Broker Check
24 March
Tax Planning Workshop: Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022


Tax planning is more complex, important, and deadline-driven than ever in 2022 due to the tax and financial tumult. 

This workshop will review valuable information including:

  • 2021 Tax Brackets
  • State and Local Taxes (SALT)
  • 2021 Long-term Capital Gains Tax Rates
  • Charitable Deduction
  • Retirement Plans
  • Overlooked Tax Items and Deductions
  • Proactive Tax Planning for 2022
    • 2022 Tax Brackets
    • 2022 Long-term Capital Gains Tax Rates
    • 2022 Retirement Contribution Plan Limits
    • Annual Exclusion Gifts
    • Above the Line Charitable Deduction Increase
    • Family Tax Bracket Management
    • Roth IRA Conversion Benefits
    • Qualified Charitable Distributions (QCD)

Thursday, March 24, 2022
at 6:30 PM PDT

Watch The Replay Here
(Please feel free to share this invitation with your friends and families)

Date and Time

Thu, Mar 24, 2022

6:30p - 7:15p PST


Webcast presentation via Zoom


Event Registration

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